Choose a Tagging System
One of the most powerful aspects of Keap (formerly Infusionsoft) is the ability to apply and remove tags. At their core, tags are a way to segment your database so you can send targeted messages to extremely specific portions of your list. But as your business grows,...
What Custom Field Limit?
Infusionsoft is a powerful and robust marketing tool - there's no question about that. But it's not without it's limitations. In fact, there's a pretty common one that catches most people off guard sooner or later. Infusionsoft only allows you to create 100 contact...
The 3 Keap User Types
In my experience, Keap users tend to fall into one of three categories. And I find that plenty of people either haven't thought about this at all, or they have but things have changed since they last considered it. The good news is that there isn't a right or wrong...
Options on Order Forms
If you use Keap to sell online, you likely do that with the built-in shopping cart, or with Keap order forms. The shopping cart is great if you want your customers to be able to browse around, but if you want to create a more focused buying experience with fewer...
Update My Email, Pls
Have you ever received an email from a customer asking you to update their email address? If so, you should probably feel flattered. It means they like you. Most people who change their email address email their family and friends and then move on with their lives....
Free Infusionsoft Campaign Note Templates
Update: There's a new section at the bottom of this post with some fancy animated notes you can swipe.At some point or another all new Keap users ask about the notes widget in the Keap campaign builder. In a sense, they're useless. They don't actually have any...
Tools to Grow your Small Business
Here's a presentation at the San Diego Keap User Group a few weeks back, we wanted to share it here in case any of the tools we mention are able to save you time, or simplify your life at all. (Special shout out to Shoan for thinking to set up a camera and record...
Infusionsoft’s New Landing Page Builder
Note: The landing page builder has improved dramatically since this article was written, for a more recent review of the Infusionsoft landing page builder (and other new features) check out this article. There was some buzz at ICON surrounding Infusionsoft's release...
Turning Any Link Into An Unsubscribe Link
Hey there Monkey Podders! It's your (arguably biased) favorite guest author back with another blog post that has some ground level technical wizardry in it. I'm going to show you something I've been personally using for years in my own newsletter that is really easy...
ICON 2017: Recap and Update
I wrote a post after ICON last year and it got long enough that I had to split it into a part one - where I talked about product updates, and part two, where I talked about the overall experience. I'm going to try and keep this post from getting too long by being as...